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MBDA Italia S.p.A. is the Italian arm of MBDA, the pan-European missile group jointly owned by Airbus, BAE Systems and Leonardo.
MBDA Italia S.p.A. is the Italian national subsidiary of the MBDA group (holding entity dossier: mbda-france), which has been a three-way joint venture since its 2001 formation: Airbus and BAE Systems each hold 37.5%, Leonardo holds 25% — no single controlling parent. GLEIF (checked 2026-09-06, LEI 213800YZJUHQN9VRVP41, ISSUED) reports no parent on file for the Italian entity, and the group-level 'MBDA' FR LEI (213800HGI49ZGJ3UW106) likewise reports no parent — consistent with a JV structure GLEIF has no single-parent field for. Fell back to public reporting for the 37.5/37.5/25 split; not independently confirmed against Airbus/BAE Systems/Leonardo's own annual reports this tick.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 supplier. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Avio contracted (~EUR 150m) to design, develop, qualify and supply solid-propellant rocket motors for MBDA Italia's CAMM-ER missile, including technology-transfer for manufacturing/integration. Deliveries from 2025, ~4 years.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
Dossier discloses a dysprosium, terbium or samarium material exposure directly — A61 §1(2) names Dy/Tb-containing NdFeB and SmCo magnets by element.
A61's suspension (Announcement 70) lapses 10 Nov 2026 — on the plain text, controls revive automatically. The US DoD CN/RU/IR/KP sourcing bar follows 1 Jan 2027. See the underlying extraterritorial export-control action. We supply the provenance file; we never compute your ratio for you.
As a buyer, policy pressure across its consumed materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
No actions in the register have named or swept this company in the last 24 months.